Alta Advisers Ltd lifted its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.4% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 21,813 shares of the retailer’s stock after buying an additional 300 shares during the period. Walmart accounts for approximately 0.8% of Alta […]

Bayforest Capital Ltd increased its stake in Graco Inc. (NYSE:GGG – Free Report) by 13.9% during the second quarter, Holdings Channel reports. The firm owned 7,731 shares of the industrial products company’s stock after acquiring an additional 943 shares during the period. Bayforest Capital Ltd’s holdings in Graco were worth $665,000 at the end of […]

Bayforest Capital Ltd increased its stake in shares of NOV Inc. (NYSE:NOV – Free Report) by 28.3% in the 2nd quarter, Holdings Channel reports. The firm owned 61,623 shares of the oil and gas exploration company’s stock after buying an additional 13,582 shares during the period. Bayforest Capital Ltd’s holdings in NOV were worth $766,000 […]

NorthRock Partners LLC raised its stake in iShares MBS ETF (NASDAQ:MBB – Free Report) by 7.2% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 13,878 shares of the company’s stock after acquiring an additional 934 shares during the period. NorthRock Partners […]

Callan Family Office LLC purchased a new position in shares of Qorvo, Inc. (NASDAQ:QRVO – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 8,193 shares of the semiconductor company’s stock, valued at approximately $696,000. Several other large investors also recently made […]

Boston Trust Walden Corp lifted its stake in KLA Corporation (NASDAQ:KLAC – Free Report) by 20.8% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 60,004 shares of the semiconductor company’s stock after acquiring an additional 10,318 shares during the period. Boston Trust Walden Corp’s holdings in KLA were worth $53,748,000 as of its most […]

Pegasus Asset Management Inc. increased its stake in Walmart Inc. (NYSE:WMT – Free Report) by 4.0% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 43,363 shares of the retailer’s stock after purchasing an additional 1,656 shares during the period. Walmart accounts for […]

Courier Capital LLC lifted its holdings in The Boeing Company (NYSE:BA – Free Report) by 0.5% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 17,880 shares of the aircraft producer’s stock after buying an additional 90 shares during the quarter. Courier Capital LLC’s holdings […]

Courier Capital LLC lessened its holdings in Ryder System, Inc. (NYSE:R – Free Report) by 1.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,436 shares of the transportation company’s stock after selling 162 shares during the quarter. Courier Capital LLC’s holdings in […]

Concord Wealth Partners reduced its position in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 16.2% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 31 shares of the business services provider’s stock after selling 6 shares during the quarter. Concord Wealth […]

Callan Family Office LLC bought a new stake in NetEase, Inc. (NASDAQ:NTES – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,141 shares of the technology company’s stock, valued at approximately $826,000. Other hedge funds also recently added to […]

Bayforest Capital Ltd decreased its holdings in AGCO Corporation (NYSE:AGCO – Free Report) by 59.6% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,156 shares of the industrial products company’s stock after selling 10,537 shares during the quarter. Bayforest Capital Ltd’s holdings […]

Concord Asset Management LLC VA bought a new stake in GE Aerospace (NYSE:GE – Free Report) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 844 shares of the company’s stock, valued at approximately $217,000. Other hedge funds and other institutional investors have […]

TD Asset Management Inc lowered its stake in shares of Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 4.5% in the second quarter, Holdings Channel reports. The firm owned 8,409,674 shares of the software maker’s stock after selling 400,109 shares during the period. Shopify comprises about 0.8% of TD Asset Management Inc’s holdings, making the […]

Equitable Trust Co. lifted its position in shares of Citigroup Inc. (NYSE:C – Free Report) by 3.5% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 40,093 shares of the company’s stock after purchasing an additional 1,351 shares during the quarter. Equitable Trust Co.’s holdings in Citigroup were worth $3,413,000 as of its […]

Courier Capital LLC lowered its position in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 3.2% during the second quarter, HoldingsChannel reports. The fund owned 15,202 shares of the real estate investment trust’s stock after selling 503 shares during the quarter. Courier Capital LLC’s holdings in Digital Realty Trust were worth $2,650,000 […]

McKinley Carter Wealth Services Inc. reduced its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 4.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,399 shares of the credit-card processor’s stock after selling 365 shares during the period. McKinley Carter […]

LRI Investments LLC lessened its position in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 53.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 81 shares of the company’s stock after selling 93 shares during the quarter. LRI Investments LLC’s holdings in HCA Healthcare […]

Callan Family Office LLC purchased a new stake in Cardinal Health, Inc. (NYSE:CAH – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 4,499 shares of the company’s stock, valued at approximately $756,000. A number of other institutional investors and hedge funds […]

Boston Trust Walden Corp decreased its holdings in CorVel Corp. (NASDAQ:CRVL – Free Report) by 20.8% during the 2nd quarter, HoldingsChannel reports. The firm owned 536,874 shares of the business services provider’s stock after selling 140,956 shares during the quarter. Boston Trust Walden Corp’s holdings in CorVel were worth $55,180,000 at the end of the […]

NorthRock Partners LLC bought a new position in DoorDash, Inc. (NASDAQ:DASH – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The firm bought 4,117 shares of the company’s stock, valued at approximately $1,015,000. Other institutional investors also recently bought and sold shares of the company. Perigon Wealth Management […]

TD Asset Management Inc grew its holdings in Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 1.6% in the 2nd quarter, HoldingsChannel reports. The firm owned 39,883,394 shares of the pipeline company’s stock after purchasing an additional 617,577 shares during the quarter. Enbridge makes up 1.5% of TD Asset Management Inc’s holdings, making the stock […]

Defender Capital LLC. lessened its position in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 33.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,000 shares of the technology company’s stock after selling 3,000 shares during the period. Dell Technologies makes up […]

Kiker Wealth Management LLC lowered its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 20.7% during the second quarter, HoldingsChannel.com reports. The firm owned 978 shares of the energy producer’s stock after selling 255 shares during the period. Kiker Wealth Management LLC’s holdings in ConocoPhillips were worth $88,000 at the end of the […]

Equitable Trust Co. grew its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 381.9% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 55,338 shares of the semiconductor company’s stock after purchasing an additional 43,855 shares during the period. Equitable Trust Co.’s holdings in […]

TD Asset Management Inc lowered its position in Amphenol Corporation (NYSE:APH – Free Report) by 1.5% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 2,979,104 shares of the electronics maker’s stock after selling 46,486 shares during the period. TD Asset Management Inc’s holdings in Amphenol were worth $294,187,000 as of its most recent SEC […]

Equitable Trust Co. raised its position in Transdigm Group Incorporated (NYSE:TDG – Free Report) by 8.2% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 6,371 shares of the aerospace company’s stock after purchasing an additional 484 shares during the period. Equitable Trust Co.’s holdings in Transdigm […]

Callan Family Office LLC acquired a new stake in shares of Crown Castle Inc. (NYSE:CCI – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The fund acquired 7,491 shares of the real estate investment trust’s stock, valued at approximately $770,000. Other large investors also recently made changes to their positions in the company. Iron Horse […]

Callan Family Office LLC bought a new position in shares of Incyte Corporation (NASDAQ:INCY – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 9,333 shares of the biopharmaceutical company’s stock, valued at approximately $636,000. A number of other […]

Callan Family Office LLC bought a new position in Roblox Corporation (NYSE:RBLX – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 7,362 shares of the company’s stock, valued at approximately $774,000. Several other institutional investors and hedge funds have also recently […]

Bayforest Capital Ltd increased its stake in shares of Asbury Automotive Group, Inc. (NYSE:ABG – Free Report) by 143.9% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,817 shares of the company’s stock after buying an additional 1,662 shares during the […]

RFG Advisory LLC raised its position in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 11.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 43,811 shares of the company’s stock after purchasing an additional 4,531 shares during the quarter. RFG Advisory LLC’s […]

Frazier Financial Advisors LLC reduced its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 3.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,598 shares of the company’s stock after selling 708 shares during the quarter. Vanguard Small-Cap […]

TD Asset Management Inc boosted its stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 0.0% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,583,957 shares of the company’s stock after buying an additional 208 shares during the period. TD Asset Management Inc’s holdings […]

NorthRock Partners LLC increased its position in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 14.2% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,457 shares of the software maker’s stock after purchasing an additional 429 shares during the […]

Alpine Woods Capital Investors LLC reduced its position in Cameco Corporation (NYSE:CCJ – Free Report) (TSE:CCO) by 34.1% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,092 shares of the basic materials company’s stock after selling 3,157 shares during the quarter. Alpine Woods Capital […]

Sequoia Financial Advisors LLC cut its stake in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 2.8% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 52,725 shares of the company’s stock after selling 1,526 shares during the period. Sequoia Financial Advisors LLC’s holdings in Vanguard Large-Cap […]

Total Clarity Wealth Management Inc. boosted its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 67.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 23,261 shares of the retailer’s stock after purchasing an additional 9,390 shares during the quarter. Total […]

Courier Capital LLC trimmed its stake in shares of Financial Institutions, Inc. (NASDAQ:FISI – Free Report) by 28.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 252,523 shares of the bank’s stock after selling 100,061 shares during the quarter. […]

Blue Trust Inc. grew its stake in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 55.6% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 2,641 shares of the company’s stock after acquiring an additional 944 shares during the period. Blue […]

Montrusco Bolton Investments Inc. grew its holdings in Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 18.5% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 45,388 shares of the software maker’s stock after acquiring an additional 7,102 shares during the period. Montrusco Bolton […]

Alpine Woods Capital Investors LLC grew its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.8% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 35,403 shares of the company’s stock after purchasing an additional 642 shares during the period. […]

Courier Capital LLC trimmed its stake in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 3.1% during the second quarter, Holdings Channel reports. The firm owned 52,489 shares of the company’s stock after selling 1,654 shares during the period. Courier Capital LLC’s holdings in Vanguard Short-Term Corporate Bond ETF were worth […]

Verdence Capital Advisors LLC increased its holdings in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 1.4% in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 6,675 shares of the industrial products company’s stock after buying an additional 91 shares during the quarter. Verdence Capital Advisors […]

Moran Wealth Management LLC lowered its position in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 1.5% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 81,375 shares of the aerospace company’s stock after selling 1,216 shares during the period. Lockheed Martin comprises […]

Cornerstone Wealth Group LLC raised its position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 7.5% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 22,620 shares of the utilities provider’s stock after acquiring an additional 1,574 shares during the period. Cornerstone Wealth Group LLC’s holdings in Duke Energy were worth $2,669,000 […]

Yousif Capital Management LLC grew its stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 13.3% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 19,272 shares of the business services provider’s stock after purchasing an additional 2,255 shares during the […]

Revolve Wealth Partners LLC increased its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 2.1% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,437 shares of the conglomerate’s stock after purchasing an additional 51 shares during the quarter. Revolve Wealth Partners […]

Vontobel Holding Ltd. lifted its position in iShares U.S. Medical Devices ETF (NYSEARCA:IHI – Free Report) by 26.3% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,016 shares of the company’s stock after acquiring an additional 2,500 shares during the […]

Envestnet Portfolio Solutions Inc. lowered its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 5.9% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 66,951 shares of the wireless technology company’s stock after selling 4,202 shares during the period. […]